For Business Owners_ Where You Are?  

By : Thomas J. Perrone, CLU, CIC

Have you ever thought about how effective you are in your Business and Estate Planning? 

When I ask business owners how comfortable did, they feel about the current level of estate and business planning up to this point, most of them replied favorably.   However, when I asked them, a few questions related to planning, they didn’t feel so comfortable in the current planning they have done.  

Why does this happen?  It’s like if I asked you how your health is, and you would say, “great”, only because you are not aware of any issues.  However, if I asked you the same question, but only after I did a CT scan, you might not be as confident in your answer since you don’t know how the CT scan worked out.  

The Viewpoint helps business owners have more clarity in their planning and simplicity in the path to that planning.  This video is revealing and helpful in finding the right path of planning.  

LEARN MY BUSINESS STRATEGIES, used for over 50 years in my published book, “Unlocking Your Business DNA”. THIS book will give you great ideas of how to work with business owners, their team. It will change the way you work and help you increase your production in the business market. This book is FREE- DOWNLOAD NOW.

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